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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,316 | $76,407-94.4% | $150,298-97.1% | $82,448-94.8% |
| Participation rate | 56.0% | 66.4%-10.4pp | 77.8%-21.8pp | 68.1%-12.1pp |
| Annual return | 36.30% | 39.99%-3.7pp | 62.79%-26.5pp | 41.64%-5.3pp |
| Employer contribution / active EE | $826 | $2,614-68.4% | $4,154-80.1% | $2,551-67.6% |
| Participant deferral / active EE | $1,210 | $3,214-62.4% | $5,453-77.8% | $4,139-70.8% |
| Admin fee / account holder | $1,483 | $6,352-76.6% | $14,116-89.5% | $7,234-79.5% |